Help / Leads and CRM
Leads and CRM
Every form on your site lands here: tours, messages, sign-ins, buyer and seller requests.
Today shows new leads and follow-ups due. Pipeline moves leads from New to Closed. All leads lets you search, filter and export.
Set it up
- Nothing to set up. Leads also arrive by email.
Use it
- Tap Call, Text or Email to reach out; the touch is logged and New moves to Contacted.
- Add notes, tags and a follow-up date.
- Export CSV from All leads.
Plan
Free: the full pipeline for your 10 oldest open leads (newer leads still arrive). Pro: unlimited, CSV and morning email.
Ask your AI
With your AI connected (Settings > AI Agent), try:
- "Show my new leads."
- "Move Sarah to Touring and add a note that she wants a pool."
- "Who do I need to follow up with today?"
Related guides
Follow-ups and the morning email
Set a follow-up date on any lead and get one email on mornings when something is due.
Instant buyer auto-reply
People who use your forms get one quick confirmation from you right away.
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